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Why does 'Project ID' field not appear until after you have selected an expense category

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Posted on by Community Member

Hi,

Just wondering why you cannot select a project ID until after you have selected an expense category.
My company uses specific categories for different projects so it would be logical to select the project first.

Cheers,

Sam

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Ludwig Reinhard Microsoft Employee on at

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Hello Sam,

In which form do you see this issue?

Can you provide some additional details of the steps you executed and where the issue arises?

Also, please let us know your AX version that you operate.

Many thanks,

Ludwig

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Community Member on at

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Hi Ludwig,

Thanks so much for the quick reply.

I am using Dynamics 365 Finance & Operations.

I have created a new expense report and I am adding a new expense to that report.

I then have the option to fill out an expense category, transaction date, merchant or payment method (some fields have been hidden). The project ID field does not appear until I have selected an expense category.

I'm just wondering if this is a standard system feature of it's something I could possibly change so that the project ID field is always visible.

Cheers,

Sam

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Ludwig Reinhard Microsoft Employee on at

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Hello Sam,

When you create the new expense report you can provide a purpose and a default project. Have you tried doing that? It might save you a view clicks. Other than that, there is not much that you can do.

Best regards,

Ludwig

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Crispin John Augustine 37,081 on at

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There is a standard partly setup (& partly programmed) configuration for handling visibility for different field groups.

Look at Expense Management>>Setup>>General>>Expense Report Fields

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Community Member on at

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The 3 options are display, do not display & read only... Project ID is already set to display.

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Crispin John Augustine 37,081 on at

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Please have a look here community.dynamics.com/.../expense-reports-reimagined

at the Expense Fields Visibility topic

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Rahul Mohta 21,032 on at

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also check the setup for category validation at project level

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qianwang 7,168 on at

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Hi Sam,

When employees create an expense report, each expense entered must be associated with an expense category. So the field 'Expense Category' is required, but the field of project ID is not.

Regards,

QianQW

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Rahul Mohta 21,032 on at

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let us know if our suggestions helped and if the expense report got submitted with/without project

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Community Member on at

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We do use validation but I have tried turning all forms of it off in our test environment and it doesn't help.

Cheers,

Sam

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